The Grid View presents your search results in a compact list to efficiently view many records at a glance. From the Grid View, you can easily move, resize, and sort your results for a custom view of your data. You can edit indexing data directly in the Grid and export results to reports in your favorite spreadsheet application.

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Getting Started with Search Results in Grid View

After you have run a Search, the search results appear to the right of the Archives Pane. GlobalSearch defaults to the Grid View for these results, but if Thumbnail View is showing instead, you can switch to Grid View from the User Settings. The results of an Archive Search are presented in an interface with four different areas:

• Search Results Document List – A grid (table) with indexing data presented in columns and records presented in rows. As the List can have as many columns and rows as you need, it is surrounded by tools for navigating through the results, or changing them as needed.
  
  
• Documents Menu Bar – Found above the List, use the menu items to perform a variety of document actions, such as move, copy, export, or add to a Workflow process.
  
  
• Status Bar – Below the List is the Status Bar. Use this to navigation through your results. You can jump to a Search Results page, click through pages, and set how many records per page are displayed.
  
  
• Grid Menu – Configure – From here you can configure how the columns of Index Field values display using the Grid Menu, found to the right of the List.
  
  
• Archive History – Also found to the right of the List, this shows the history of actions taken on all the records in an Archive.
  
  
• Document Document History – This shows the history actions taken on a single selected document, and is found next to the Archive History.

In the Grid View, the top row contains the header information to identify the Index Field assigned to a column and the Header Menu.

From the second row on down, one record is displayed per row:

• The first cell is the selection checkbox.
• The next cell contains the Thumbnail Preview icon. This is contextual; which thumbnail is displayed depends upon the type of document for that row. Place your mouse pointer over the icon to view a Thumbnail of the first page of the actual document.
• Remaining cells contains the indexing data (if any exists) for each available Index Field. Which Fields appears depends upon the Archive.

Move Through the List of Results

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• Resize or Reorder Fields Columns – Drag the edge of a column to resize it. Drag a column to a new place in the column order and drop it into place. Settings are saved to browser storage, and can be reset via the button in the column settings (right panel). Double-click on a column to fit the entire column to the width of the content.
• View Tabs – View tabs will display, if they are configured to show. Use the View tabs to dynamically group information based on its workflow stage or on who a task is assigned to.
• Select Columns – Select records to act upon. To select more than one record: Click the column header to select or unselect all of the records on the page; enable the checkbox on multiple records; use SHIFT + select consecutive rows.
• Results Priority – Click on a column header and a small black up arrow appears w/a number.

From the Grid View, you can easily sort your results by one by one or more columns of Index Field values in ascending or descending order. You can pin can pin or hide columns as needed. You can export the results to your favorite spreadsheet application for custom reports. Use the View tabs to dynamically group information based on its workflow stage or on who a task is assigned to.

In the Grid View, the top row contains the header information to identify the Index Field assigned to a column and the Header Menu.

From the second row on down, one record is displayed per row:

• The first cell is the selection checkbox.
• The next cell contains the Thumbnail Preview icon. This is contextual; which thumbnail is displayed depends upon the type of document for that row. Place your mouse pointer over the icon to view a Thumbnail of the first page of the actual document.
• Remaining cells contains the indexing data (if any exists) for each available Index Field. Which Fields appears depends upon the Archive.

Change

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How Results Dsiplay From the Column Menu

For each column, you can use the Column menu to customize your results. To view the Column menu, click on the small down arrow  () in the header of the selected column. Menu choices include:

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